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20121219
20121219
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interest rates for a long time globally as well, and i think you also have encouraging data points in china, stabilization in europe and the u.s. at 2.7% gdp growth is a little stronger to handle this, so that's why i think you want to be buying on this. >> everybody wants to buy. so many people -- you want to be bullish, but these guys in washington, and gals in washington, give you so little reason to actually be bullish. you're right. the corporate sector you know, loaded with cash, fundamentals turning positive. >> but this is the big difference from last year, last summer where the economy was so fragile. we were in such a fragile state last suggest so it was easy to tip us over. now we're a little better here in the states but a lot better in china, and a little bit better in europe. >> we've got to get to jim. >> because of the contrarian view, jim, is once we get a deal, we sell right into the deal. >> yeah, that's right. i'm going tonight skunk at the garden party here, and i'm geg going to tell you i never thought we'd get a deal. throwing rocks at each other. more likely we won't
. china coming back. gm rationalizing europe. >> gm europe, when you say a couple quarters behind ford, are you saying progress in the quarterly financials? >> committed to rationalizing europe. >> again, a larger theme of excess capitalization at u.s. corporations, and the fact that so much money is sitting on balance sheets doing nothing. >> did you read oracle? how much money do they have. they bought back 10 billion worth of stock. these companies, you read through their stories, and you say, not only did they not extend themselves during this downturn, they conserved a lot of cash. by the way, humans did, too, in america. have you seen the numbers that the federal reserve put out last night about how much money is being -- how little debt is being taken down by citizens. we're back to levels of the '90s. federal household debt service came out last night. the percentage of disposable income is 14%, down to 10%. that's 1994 levels. >> that's a big part of morgan stanley's call on citi today. from overweight to equal weight. consumer deleveraging in their view coming to an end. and
that johnson & johnson has taken it out of their products in china and other countries but not in the united states, well, if you can do it in one country, why can't you do it in all of them, doesn't everybody deserve safer baby shampoo no matter where they live? that put a lot of pressure on them because the consumers said we don't want those things in our products and the change happened and now they have a plan with timelines and clear transparent goals to get those chemicals out of their products. it might be a little slower than we'd all like as consumers but it's moving in the right direction and getting one major company to move put a lot of pressure on those other companies if they want to maintain their credibility, so we're seeing safer shampoo products, we want to pass laws. >> radiation is the longest and best studied exposure link to breast cancer and what can we do about that, some radiation is naturally occurring, but we know that since 1980, radiation exposures for the average person have doubled and most of that is probably due to a 600 % increase in medical radiation, we're
Search Results 0 to 2 of about 3